Member Info for Retireby40

*the main opportunities ties in with the recent RNSs, labskin and water monitoring. Assuming the wins recur they will amount to around £1.55m each year ($1m and £760k).

I believe that most shareholders see the opportunity for growth in labskin and labskin AI as well as water monitoring which tues in very nicely with the last RNSs. Assuming the wins recur they will amount to around £1.2m each year. Remember there are 3,000 existing MWG units to retrofit and then there will be recurring revenues on reagents as well as the AI. There are also many clients to win in water monitoring which is now such a hot topic and that will go beyond Covid.

We are already established in China and delivered some new MWG units in Q3 and have huge potential there for new business in monitoring and of course with new regulations coming in with labskin. Massive market and potential. The breathalyser is a bonus, that’s all.

We will go for low hanging fruit and build up cash to expand further. I think too many are focussed on the breathalyser which is the mistake of the BoD but the last 2 RNSs illustrate it was an error in the presentation but the divisions are gojng about their business.

Onwards and upwards. Remember from £270k in 2017 to £500k 2018 to £1m 2019 and £4m reaffirmed 2020.

That sounds like BS as they’re generally a little better than 50/50. Look at SKIN too.

Take the last 4 months of MWG on the link you provided so from 9th July to their last call today they’ve got 6 calls correct and 5 incorrect so 54% accurate. That’s pretty much par for the course for them.

Logging off. British Bull****ters, funny as f@ck.

I won’t engage with some muppet extolling the virtues of British Bulls. Funny as ****!

Cheerio and good luck. I imagine you’ll need it.

Oh dear, I pity you and anyone who listens to British Bulls let alone pays for their crap TA.

What you’ve posted says they’ve got around 6 in 10 on their MWG calls right. Yeah that’s impressive. It was less for SKIN if memory serves.

Ha, funny you’re now so anti now you sold earlier. Move on then. Don’t look back in anger though!

I think most see value in labskin/labskin AI and AI real-time water monitoring and if the breathalyser comes off it’s a massive bonus.

For me that’s a good decision E_AL, given the last 2 RNSs alone you’ve got some cheap shares. Real-time water
Monitoring client and surely the first of many as well as 4 new major players in our core labskin business and one would imagine the circa £50k each they’re spending in one Q will be repeat business come 2021 so hopefully another nearly £200k to add to the other major players who are in framework agreements so adding to recurring revenues.

Remember the £4m so £3m H2 was reiterated. I have a chunky holding and won’t be selling any and although the share price fall is painful to watch I’m more confident than ever.

If it falls much further I may have to sell elsewhere and buy more but this is my largest holding so am reluctant but never say never.

If the entity who sold the 550,000 has a total of say 850,000 shares or less than circa 1m we won’t get an RNS. Hopefully it’s a PI who has sold out and has not been cleared rather than an II.

That looks like a worked sell to me hence all the buys above 27p throughout the day. Hopefully they have cleared.

Saying it will cost £ms to get the Covid products to market is nonsense. They’re now testing prototypes in level 3 labs so the development work has been done and now final testing. They will quickly generate cash retrofitting existing MWG units and there are 3,000 so decent cash and recurring revenues. I imagine the demand for real-Time monitoring will be massive and maybe a manufacturing partner will be needed but either way I doubt a raise will happen as finance will be easy to get with orders.

As far as the breathalyser goes they’re using existing tech but it will be about getting it to market but if it’s cheaper than LFTs, maybe 1/3rd cheaper or more if should sell itself but we’ll see. The passport sounds good but maybe
Others doing similar with LFTs. I doubt it’s burning cash.

They also have access to finance and £1m from warrants and finance as RNS’d so working capital shouldn’t be needed for a good while and I assume the takeover doc will have info on this.

Look at MWG RNSs and it’s clear H2 will be a lot better than H1 and most reagent being Sent H2 so revenue realised H2, big Chinese order being sent Q3 so money H2 and the India deal H2. Also SKIN £3m H2 so hopefully neither will burn cash H2 and with warrants, finance agreed and low hanging fruit with retrofit money they Shouod start 2021 on a firm footing.

I agree credibility has been damaged with PIs especially but large holders remain firm and some adding (we knownHelium were forced to sell).

Looking forward to the takeover doc.

Water monitoring was always going to be an area to look to effectively penetrate and dominate with ecowaterOS before there was any relationship with MWG but the synergy is superb. Real-time water monitoring will be massive post Covid but the ability to add pathogens and new contaminants to the monitoring also future proofs.

The share price has obviously been falling and hard since its peak before the presentation. It’s messy and painful for many who bought in recently and many LTHs May have recommended buying ahead of the presentation and assuming they haven’t sold the story is even better than it was before hand. The recent RNSs are solid and £4m revenue again reiterated and let’s remember it was £274k in 2017, £500k in 2018, £1m 2019 and £4m forecast.

Aside from some thinking the presentation was somewhat a damp squib And the shocking share price fall we still look in good shape IMO and hopefully there is no delay in the takeover doc.

Am frustrated in the share price but holding firm.

The takeover doc is expected by the end of this week.

Opening the economy and keeping the i bedroom rate down is about testing and mass screening. It’s about a robust and accurate antigen test that can detect the virus (and mutations) when you are infected and hopefully our LFT will deposed 100s millions globally.

https://amp.theguardian.com/world/2020/oct/06/flurry-of-coronavirus-reinfections-leaves-scientists-puzzled?utm_term=Autofeed&CMP=twt_b-gdnnews&utm_medium=Social&utm_source=Twitter&__twitter_impression=true

H2 will be profitable but whether this will translate to FY who knows. See page 22 for a note from Jan -

https://www.deepverge.com/wp-content/uploads/2020/01/Integumen_INITIATION_FINAL.pdf

Yeah I’m amazed some are paying 32p for DVRG when you can buy here for 10% cheaper.

It’s on the website.

Didn’t mean to sound rude but the MMs are not stupid.

Of course the MMs have realised, they’re making the market FFS.

We’ve only just started testing the prototypes with live virus in a level 3 lab so it won’t be us. Suggest a few go back and read the RNSs.

Dell is likely providing the global digital infrastructure which is essential to ensuring the 24 hour pass Etc works effectively.